INCOME TAX22 Sept 2026
Only 5 large & mid-cap funds cross 7% in 1 year, while category average stays at 0.04%; here're the top performers | Mint
Large and mid-cap mutual funds gave almost nothing on average in the past year, just 0.04%. Only five of 32 schemes crossed 7%, while seven ended negative. The biggest funds by assets were not the top performers, so a fund's size tells you little about its return. Check your own scheme's one-year number before you invest or switch.
Key Statutory Highlights
- Large and mid-cap funds delivered an average return of only 0.04% over the past one year.
- HSBC Large and Mid Cap Fund topped the category at 9.15%, while Samco Large & Mid Cap Fund fell 6.29%.
- Mirae Asset Large & Midcap Fund, the largest scheme with ₹45,811 crore in net assets, returned just 1.87%.
Actionable Advice for Taxpayers / Founders:Check the one-year return of each large and mid-cap fund you hold, and talk to your adviser before switching, since performance varied widely across schemes.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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